See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,189 | $50,958+126.0% | $74,550+54.5% | $64,186+79.5% |
| Participation rate | 78.1% | 61.1%+17.1pp | 69.1%+9.0pp | 69.6%+8.6pp |
| Annual return | -5.42% | -1.86%-3.6pp | 32.53%-37.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,529 | $1,115+306.1% | $1,961+131.0% | $2,381+90.2% |
| Participant deferral / active EE | $7,778 | $2,301+238.0% | $3,108+150.3% | $3,470+124.2% |
| Admin fee / account holder | $22,616 | $4,223+435.6% | $5,060+347.0% | $4,888+362.7% |